Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 08/11/2014
Other registrations (2)
ADV Location SALINA, KS, United States
Contact Info 785 xxxxxxx
Websites
AUM* 884,829,122 92%
of that, discretionary 827,308,320 87%
Number of Employees 46 48%
of those in investment advisory functions 23 21%
Private Fund GAV* 31,229,326 98%
Avg Account Size 236,712 18%
% High Net Worth 19.09% 2%
SMA’s Yes
Private Funds 2 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

827M 709M 591M 473M 355M 236M 118M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser BHZ CAPITAL MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM153.0m #Funds-
Adviser GREAT ELM CAPITAL MANAGEMENT, LLC Hedge Fund6.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV6.6m AUM346.1m #Funds3
Adviser KANEN WEALTH MANAGEMENT LLC Hedge Fund197.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV197.4m AUM404.6m #Funds3
Adviser CAPRICE CAPITAL PARTNERS, LLC Hedge Fund82.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund93.0k Total Private Fund GAV82.8m AUM123.2m #Funds4
Adviser ARISTIDES CAPITAL LLC Hedge Fund541.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV541.4m AUM541.4m #Funds5
Adviser EDGE FOCUS CAPITAL MANAGEMENT, LLC Hedge Fund50.6m Liquidity Fund- Private Equity Fund58.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV109.0m AUM451.3m #Funds3
Adviser ENGINE NO.1 LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM299.9m #Funds-
Adviser TENERE CAPITAL, LLC Hedge Fund488.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV488.3m AUM241.1m #Funds6
Adviser WEBS CREEK CAPITAL MANAGEMENT LP Hedge Fund373.9m Liquidity Fund- Private Equity Fund243.9m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV617.9m AUM1.3b #Funds4
Adviser PILGRIM GLOBAL ADVISORS LLC Hedge Fund748.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund131.6m Total Private Fund GAV880.3m AUM884.2m #Funds2